Latest Institutional Transactions on Sm Energy CO (SM)
This table provides information on the latest institutional transactions involving Sm Energy CO (SM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8- 4.47% |
$266 - $384
|
171
$6.94K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
130New |
$4.33K - $6.24K
|
130
$5.28K
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
1.12K+ 3.66% |
$37.1K - $53.5K
|
31.6K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$599K - $864K
|
18K
$731K
|
|
|
Feb 14, 2023
Q4 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-300K- 33.33% |
$9.98M - $14.4M
|
600K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.52MNew |
$50.6M - $72.9M
|
1.52M
$61.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
227KNew |
$7.55M - $10.9M
|
227K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-8.6K- 18.38% |
$286K - $413K
|
38.2K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
439New |
$14.6K - $21.1K
|
439
$17.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
68New |
$2.26K - $3.26K
|
68
$2.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
8.07KNew |
$269K - $387K
|
8.07K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.76KNew |
$192K - $276K
|
5.76K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 8.77% |
$107K - $155K
|
40K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-727- 8.85% |
$24.2K - $34.9K
|
7.49K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.98KNew |
$265K - $383K
|
7.98K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$333K - $480K
|
10K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-66.7K- 4.54% |
$2.22M - $3.2M
|
1.4M
$56.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-647- 7.6% |
$21.5K - $31K
|
7.87K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
730New |
$24.3K - $35K
|
730
$29.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
5.97KNew |
$198K - $286K
|
5.97K
$242K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
321New |
$10.7K - $15.4K
|
321
$13K
|
|
|
Feb 10, 2023
Q4 2022
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-300K- 66.67% |
$9.98M - $14.4M
|
150K
$6.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-480K- 95.27% |
$16M - $23M
|
23.8K
$968K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 4.34% |
$41.4K - $59.7K
|
27.4K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
19.8KNew |
$657K - $948K
|
19.8K
$802K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
48.1KNew |
$1.6M - $2.31M
|
48.1K
$1.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.79K- 70.23% |
$126K - $182K
|
1.61K
$65.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
25.5K+ 125.39% |
$847K - $1.22M
|
45.7K
$1.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.35KNew |
$211K - $304K
|
6.35K
$258K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-53.9K- 67.19% |
$1.79M - $2.59M
|
26.3K
$1.07M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
25New |
$832 - $1.2K
|
25
$1.02K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.44K- 9.03% |
$47.9K - $69.1K
|
14.5K
$589K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285New |
$9.48K - $13.7K
|
285
$11.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Polianta LTD
|
BUY
|
- |
16.7KNew |
$556K - $801K
|
16.7K
$678K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
57.7K+ 39.21% |
$1.75M - $2.71M
|
205K
$8.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Encompass Capital Advisors LLC
New York, NY |
BUY
|
- |
302K+ 74.59% |
$9.16M - $14.1M
|
706K
$28.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-3.75K- 33.09% |
$114K - $176K
|
7.58K
$308K
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-133K- 25.93% |
$4.04M - $6.24M
|
380K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-37K- 21.26% |
$1.12M - $1.74M
|
137K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-2.43K- 41.34% |
$73.7K - $114K
|
3.44K
$140K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-4.53K- 8.62% |
$138K - $212K
|
48K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
388+ 2.99% |
$11.8K - $18.2K
|
13.4K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33New |
$1K - $1.55K
|
33
$1.34K
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
31.9KNew |
$969K - $1.5M
|
31.9K
$1.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.54KNew |
$168K - $260K
|
5.54K
$225K
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
890+ 14.57% |
$27K - $41.7K
|
7K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
310New |
$9.41K - $14.5K
|
310
$12.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
6.45KNew |
$196K - $302K
|
6.45K
$262K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26Closed |
$862 - $1.41K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-380Closed |
$12.6K - $20.7K
|
0
$0
|
|